Sign in Sign up for free

Morven Advisors, LLC (New York)


Morven Advisors, LLC is a large advisory firm based in New York. It manages $2.24 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of New York.

Morven Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Morven Advisors: assets under management

The assets under management (AUM) of Morven Advisors, LLC is $2.24 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 398% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.24 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.24 billion each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Morven Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Morven Advisors, LLC performs its advisory services is located at 11 E 44 Th St., New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (212)735-5323. The normal business hours are 9am-5pm on Monday - Friday.


Registered investment advisers similar to Morven Advisors, LLC